6452 results found
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Enable deal rooms
Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. Establish a secure and organized collaboration space for your deals — a central hub for organizing resources, sharing documents, and seamlessly collaborating and negotiating with your buyers. If you'd like to test it, reach out to our support team at support@pandadoc.com. You can also reach out to your Account Manager or Customer Success Manager if you have one.ÂHere's where you can learn more about it - Rooms.
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2 votes
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Unchecked boxes disappear once sent to client
Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.
2 votes -
2 votes
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Accept logo without modifications
Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.
2 votes -
2 votes
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2 votes
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
2 votes
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2 votes
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api revision number as token
api revision number token for document changes
2 votes -
2 votes
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2 votes
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Ability to see resolved comments
Have the ability to see resolved inline comments regardless of who resolved them
1 vote -
Folder Transfer
If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.
1 vote -
Mapping of specific Templates/folders as needed for users utilizing CRMs
It would be great to have a feature where users can only see a specific folder (Display contents of a particular folder) instead of showing all the templates. This feature will limit users from having access to restricted templates.
Please also enable this feature for CRM's
1 vote -
Ability to decline a document from the sender/build view of the document
It would be a time-saver if we could decline a document from the sender/build view of the document itself.
Currently, when a client indicates via email or phone they don't want to move forward, we're required to navigate away from the current document we have open, to the Documents view, to search for the document, and then mark it declined.
1 vote -
Document show viewed only on signers
Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.
1 vote -
When signature forwarding, it will automatically update other fields or variables
When signature forwarding, it will automatically update other fields or variables when it is sent to another signer
1 vote -
Maxio/Chargify Integration
We previously used the integration with Stripe to collect payment methods with contracts, and now that that integration isn't available with Chargify/Maxio - we have to chase down people and add an extra step to get their method
1 vote
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